Resources

Stay abreast of important and current financial matters.

Commentaries, Newsletters and More…

Through the various resources listed on this page, you have the opportunity to stay abreast of important personal financial topics. The most popular resource our clients enjoy is our Weekly Market Commentary that is sent via e-mail every Monday. If you would like to subscribe to our commentaries or newsletters, please signup using the form below.

Weekly Market Commentary

The market whisperer…

Last week, the Federal Reserve (Fed) left the federal funds rate unchanged, and Fed Chair Jerome Powell soothed markets. He…

A correction and a bounce.

Last week, the Standard & Poor’s (S&P) 500 Index moved into correction territory. The Nasdaq Composite Index (Nasdaq) was already…

A difference of opinion.

Broadly speaking, there are two types of investors: individual investors and institutional investors. Individual investors buy and sell investments to…

What do weather and investing have in common?

From 1991 to 2020, the average temperature of the United States was 54.7° Fahrenheit. Of course, that doesn’t mean the…

Lifestyle Newsletter

How to Create a Plan to Tackle Holiday Debt

It’s a brand-new year, but when it comes to debt, you likely weren’t able to have a fresh start in…

What a Rate Cut Means for You

After a few years of news about interest rate hikes, we finally have some news of an interest rate cut.…

Prioritizing Retirement Planning

We all have different values, needs and priorities. And in order to engage in successful retirement planning, we need to…

Keep Everybody Informed with a Family Summit

Most wealth leaves families by the second generation, according to Nasdaq.1 And of the $84 trillion in assets that are…

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